SAS® Customer Intelligence 360



Manage folders

Learn how to create, edit, arrange, share, and delete folders, as well as configure views for folders.



To create a folder:

  1. On the left navigation bar under Folders, click New Folder.
  2. Enter a Name for the folder.
  3. (Optional) Enter a Description for the folder.
  4. Click OK.

To edit a folder:

  1. Select a folder.
  2. Click Edit.
  3. Edit the information.
  4. Click OK.

To move a folder:

  1. Select a folder.
  2. Click Overflow and select Move folder.
  3. Select the appropriate location.
  4. Click OK.

To share a folder:

  1. Select a folder.
  2. Click Overflow and select Share folder.
  3. Select the access level of the user that you want to share the folder with.
  4. Copy the URL.
  5. Click Close.
  6. Provide the URL to the user.

To sort folders:

  1. Click Sort.
  2. Sort the folders by Name or Most recent.

To configure views

  1. Click Overflow and select Configure views.
  2. Select whether you want to view assets for the selected folder only, or for the selected folder and subfolders.
  3. Click OK.

To delete a folder

  1. Select a folder.
  2. Click Delete. If you delete the folder, all associated subfolders and assets are also deleted.
  3. Click Yes.

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